Newman Dignan & Sheerar, Inc. Dimensional ETF Tr Transaction History
Newman Dignan & Sheerar, Inc.
- $386 Million
- Q4 2024
A detailed history of Newman Dignan & Sheerar, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 68,915 shares of DFAI stock, worth $2.15 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
68,915
Previous 66,631
3.43%
Holding current value
$2.15 Million
Previous $2.12 Million
4.96%
% of portfolio
0.52%
Previous 0.36%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
601Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio